adam: thank you, phil. >> turning to stocks, let's bring in jonathan right now. the dow and s&p on track for the longest losinghe month of september. all this based on taper fears jonathan. are the fear flexes a little bit overblown? >> i don't think this is overblown. this is a conversation we've been having for a long time. we know as we get closer and closer to the end of the year reality of tapering is going to occur. the real question is when and how. as we are continuing trading throughout the month. the more positive news we get in the market, economic data, earnings reports, company buybacks, mergers and acquisitions all the positive stuff put together is spelling out tapering is going to occur in a very short period of time and the manner in which it is going to happen, i think, might be a little insignificant in the beginning but the fact it is happening will give investors this fear that this stimulus into our economy isn't going to help the markets stay higher. but that being said, take a step back the economy is getting better. the numbers are gettin